Mark David Welty

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  State Farm Vp Management Corp.
  Tulsa, OK
• 01/1997 → Present
  Mark Welty Insurance Agency
  Tulsa, OK
• 04/2023 → Present
  State Farm Investment Management Corp
  Tulsa, OK

Other Businesses

1) Mark Welty's Insurance Agency; Insurance Agency; Investment-related; 5520 S Memorial Dr Tulsa, OK 74145-9018; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1996; 80; 80; Service customers and supervise employees 2) 79th Place, LLC an Oklahoma Limited Liability Company; non-investment-related; 5555 E 71st St, Suite 8300, Tulsa, OK 74136; Investment or Commercial Property; Owner; Partner; 3/1/2018; 0; 0; no duties. 3. Rotary Club of Tulsa Sunrise; Non-investment-related; PO Box 701391 Tulsa OK 74170; Membership/Civic/Fraternal Organization; Board Member; President; 07/01/2023; 3; 1; Pay bills/Co-Signor on checking account, I will be President of our rotary chapter's foundation, "Rotary Tulsa Sunrise Foundation, Inc", acting also as back-up signor on our checking account if our foundation treasurer is not available. 4. Welty Real Estate LLC; Investment-related; 5424 B-1 S Memorial, Tulsa, Oklahoma, 74145; Investment or Commercial Property; Owner; 04/22/2005; 4hrs; Managerial duties

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-11

Designations

• Chartered Financial Consultant